Scots College Foundation — Education Charity in Wellington

Scots College Foundation is a Charitable Trust charity in the Education sector, based in Wellington, Wellington. This organisation also provides funding to other charities. CharityData rates this charity C+ (66.3/100). Annual revenue: $3.4M NZD. Financial data as at December 2025.

Mission: Scots College Foundation was established to assist Scots College in supporting students to realise their potential far beyond those of the standard school curriculum. The Foundation works to build and maintain a strong capital base that will ensure the long-term independence and financial security of Scots College.

Registration Number
CC27045
Charity Type
Charitable Trust
Registration Date
2008-06-30
Status
Active
CharityData Rating
C+ (66.3/100)
Sector
Education
Location
Wellington, Wellington
Funder Status
Grant-making charity (foundation)
Data as at
December 2025

Beneficiaries: Children / young people, General public, Other charities, People with disabilities

Financial Summary

Total Revenue
$3.4M NZD
Total Expenses
$0.3M NZD
Total Assets
$8.8M NZD
Net Assets
$8.5M NZD
Reserve Months
76.2 months of operating expenses
Staff Count
3
Financial Year End
2025-12-31

Financial History

YearRevenueExpensesNet Assets
2025$3.4M$0.3M$8.5M
2024$1.9M$1.0M$5.4M
2023$0.6M$0.2M$4.5M
2022$0.2M$0.9M$4.2M
2021$0.7M$0.1M$4.8M
2020$0.8M$0.1M$4.2M
2019$0.8M$0.1M$3.5M
2018$0.3M$0.0M$2.9M
2017$0.7M$0.1M$2.6M
2016$0.5M$0.1M$2.1M

CharityData Rating

Overall Grade
C+
Overall Score
66.3/100
Financial Score
62.5
Governance Score
75
Transparency Score
65

Board Members and Officers

Current Officers (8)

NameRoleAppointed
Vanessa GreenTrustee2025-06-25
Mark AndersonTrustee2022-07-28
Jonathon WhiteTrustee2022-07-28
Tony HorvathTrustee2022-07-28
Fraser PressTrustee2019-01-01
Seby ReevesChair2019-01-01
James BrowTrustee2015-11-25
Richard FindlayTrustee2014-06-04

Former Officers (19)

  • Jeremy Philpott — Trustee (departed 2026-03-31)
  • Avril Hillind — Trustee (departed 2025-04-07)
  • John Milford — Trustee (departed 2024-08-22)
  • Grant Dennis — Trustee (departed 2019-01-01)
  • Peter Griffiths — Trustee (departed 2022-02-16)
  • Richard Bodman — Trustee (departed 2019-01-01)
  • Ralph Green — Trustee (departed 2010-06-16)
  • Roger Miller — Trustee (departed 2024-08-22)
  • David Bennett — Trustee (departed 2026-03-31)
  • John Carter — Trustee (departed 2021-06-02)
  • John Feast — Trustee (departed 2019-01-01)
  • Robert Fisher — Trustee (departed 2019-01-01)
  • Ian Mckinnon — Trustee (departed 2011-03-08)
  • Stuart Pritchard — Trustee (departed 2021-04-01)
  • Arthur Radford — Trustee (departed 2024-08-22)
  • Ian Symonds — Trustee (departed 2016-09-12)
  • Alastair Hutchens — Trustee (departed 2026-03-31)
  • James Harold Ogden — Trustee (departed 2012-12-11)
  • Patricia Blades — Trustee (departed 2014-10-31)

Similar Charities in Education

FunderEducationCharitable TrustFoundation

Scots College Foundation

CC27045Wellington, WellingtonRegistered 30 Jun 2008
Data updated: 2 days ago
Financials9mo agoRating2d ago

Financial data as at December 2025. Sourced from Charities Services register.

C+
66/100
Financial
63
Governance
75
Transparency
65
Revenue

$3.4M

Expenses

$349.6K

Assets

$8.8M

Staff

3

Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.

Funder Profile

Grantmaker

This organisation makes grants or donations to other charities and organisations.

Funding Sectors
Education
Beneficiaries
General Public
Geographic Focus
Wellington

About

Mission

Scots College Foundation was established to assist Scots College in supporting students to realise their potential far beyond those of the standard school curriculum. The Foundation works to build and maintain a strong capital base that will ensure the long-term independence and financial security of Scots College.

Who We Serve

Beneficiaries
Children / young peopleGeneral publicOther charitiesPeople with disabilities

Key Statistics

Annual Revenue
$3.4M
Total Expenses
$349.6K
Net Assets
$8.5M
Staff
3
employees

Financial Trends

Financial Trends (18 Years)

Revenue Breakdown

Expense Breakdown

API Data

Based on annual return data. Detailed program/admin breakdown not available.

Financial Health Dashboard

Cents to the Cause
100c
For every $1 spent, 100c reaches programs
Strong
Sustainability
76.2mo
Could operate 76.2 months with zero revenue
Over-capitalized
Fundraising Cost
-
No fundraising data
No data

Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology

Revenue Diversification

24
Score /100
Highly Concentrated
HHI: 7,592
High Concentration: 86% of revenue from Donations
Donations86.0%
Investment Income14.0%

HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.

Peer Comparison

Ranked against 62 peers · Education · $1M – $10M

Rating Score
66
#26/63
Revenue
$3.4M
#24/63
Reserve Months
76.2
#1/63
Surplus
$3.1M
#2/63
Staff Cost %
0%
#1/63

Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.

Rating History

C+
2025
Score: 66.3
Financial: 63 | Governance: 75 | Transparency: 65
Current
C-
2024
Score: 55.5
Financial: 80 | Governance: 65 | Transparency: 65

Rating

C+
Score: 66.3/100
Financial
62.5
Governance
75
Transparency
65
Why this grade: Financial 63 × 40% + Governance 75 × 60% = 70 → 66 after red-flag penalties → C+.
View Full Score Breakdown

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Latest Audit

FY2024
Clean
9 years of audit history

Contact Details

Address
Wellington, Wellington

Registration

Registration NumberCC27045
Entity TypeCharitable Trust
Registered30 Jun 2008
StatusRegistered

Companies Office

StatusRegistered
Entity TypeCharitable Trust
Incorporated17 May 1984
Registered office
38 Monorgan Road Strathmore, Strathmore

Sector & Activities

Primary Sector
Education
Activities
Makes grants to organisations (including schools or other charities)

Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice. Last updated: 3 October 2026.